Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FOXO TECHNOLOGIES INC.FOXO · Entity 8683 | General Counsel | September 15, 2022 | September 16, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FOXO TECHNOLOGIES INC.
Report date September 15, 2022 · Filed September 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 510,000 |
Reported balance
After 2022-09-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-09-15 · Grant · Acquired 510,000 · Balance 510,000 F1: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.51 · Expires 2026-04-02 | Direct | 50,437 |
Reported balance
After 2022-09-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-09-15 · Grant · Acquired 50,437 · Balance 50,437 F2: The stock options were received in exchange for stock options to purchase 86,836 shares of Class A common stock of FOXO Technologies Operating Company ("FOXO") in connection with the merger of FOXO with and into a wholly owned subsidiary of the Issuer (the "Merger"), which closed on 9/15/2022 (the "Closing Date"). As of the Closing Date, 28,596.36 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 4/22024. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.51 · Expires 2026-08-09 | Direct | 3,250 |
Reported balance
After 2022-09-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-09-15 · Grant · Acquired 3,250 · Balance 3,250 F3: The stock options were received in exchange for stock options to purchase 5,596 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 1,173.6 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 8/9/2024. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.76 · Expires 2027-01-27 | Direct | 2 |
Reported balance
After 2022-09-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-09-15 · Grant · Acquired 2 · Balance 2 F4: The stock options were received in exchange for stock options to purchase 5 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 0.39 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 1/27/2025. |
Filing footnotes · ownership attribution and instrument terms
F1: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP.
F2: The stock options were received in exchange for stock options to purchase 86,836 shares of Class A common stock of FOXO Technologies Operating Company ("FOXO") in connection with the merger of FOXO with and into a wholly owned subsidiary of the Issuer (the "Merger"), which closed on 9/15/2022 (the "Closing Date"). As of the Closing Date, 28,596.36 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 4/22024.
F3: The stock options were received in exchange for stock options to purchase 5,596 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 1,173.6 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 8/9/2024.
F4: The stock options were received in exchange for stock options to purchase 5 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 0.39 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 1/27/2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2022 Filed Sep 16, 2022 21:39 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantStock Option (right to buy) · Derivative | 2 | $0.00 Strike: $15.76 | $0.00 |
DisclosureSEC source: 0001213900-22-056727 · ownership.xml · derivative · entry 4 Will Michael · CIK 0001939483 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2 Underlying: Class A Common Stock · 2 shares Expires 2027-01-27 F4 · derivative.exercise_date: The stock options were received in exchange for stock options to purchase 5 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 0.39 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 1/27/2025. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 21:39 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantStock Option (right to buy) · Derivative | 3,250 | $0.00 Strike: $6.51 | $0.00 |
DisclosureSEC source: 0001213900-22-056727 · ownership.xml · derivative · entry 3 Will Michael · CIK 0001939483 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 Underlying: Class A Common Stock · 3,250 shares Expires 2026-08-09 F3 · derivative.exercise_date: The stock options were received in exchange for stock options to purchase 5,596 shares of Class A common stock of FOXO in connection with the Merger. As of the Closing Date, 1,173.6 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 8/9/2024. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 21:39 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantStock Option (right to buy) · Derivative | 50,437 | $0.00 Strike: $6.51 | $0.00 |
DisclosureSEC source: 0001213900-22-056727 · ownership.xml · derivative · entry 2 Will Michael · CIK 0001939483 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,437 Underlying: Class A Common Stock · 50,437 shares Expires 2026-04-02 F2 · derivative.exercise_date: The stock options were received in exchange for stock options to purchase 86,836 shares of Class A common stock of FOXO Technologies Operating Company ("FOXO") in connection with the merger of FOXO with and into a wholly owned subsidiary of the Issuer (the "Merger"), which closed on 9/15/2022 (the "Closing Date"). As of the Closing Date, 28,596.36 of the shares of Class A common stock of the Issuer subject to the stock options were vested, and, thereafter, the remaining number of shares subject to the stock options shall vest in equal monthly installments until fully vested on 4/22024. Read SEC document |
| September 15, 2022 Filed Sep 16, 2022 21:39 UTC | FOXO TECHNOLOGIES INC. FOXO · Entity 8683 | GrantCommon Stock | 510,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-22-056727 · ownership.xml · nonDerivative · entry 1 Will Michael · CIK 0001939483 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510,000 F1 · security: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP. F1 · price: In connection with the Merger (as defined below), the reporting person received a restricted share award equal to 510,000 shares of Class A common stock of the Issuer pursuant to the terms and conditions of the FOXO Technologies Inc. Management Contingent Share Plan (the "MIP"). The restricted share award is subject to the following three service-based vesting conditions (i) 60% of the award will become vested on the 3rd anniversary of the Closing Date (as defined below) if the reporting person is still employed by the Issuer on such date, (ii) ) 20% of the award will become vested on the 4th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date, and (iii) the final 20% of the award will become vested on the 5th anniversary of the Closing Date if the reporting person is still employed by the Issuer on such date. In addition, 1/3 of the restricted share award will become vested upon the satisfaction of certain performance-based conditions as further described in the MIP. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.